See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,405 | $71,883-16.0% | $86,677-30.3% | $68,494-11.8% |
| Participation rate | 64.6% | 72.2%-7.6pp | 76.6%-11.9pp | 67.9%-3.3pp |
| Annual return | -16.12% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $982 | $2,173-54.8% | $2,836-65.4% | $2,596-62.2% |
| Participant deferral / active EE | $3,772 | $3,779-0.2% | $4,656-19.0% | $4,027-6.3% |
| Admin fee / account holder | $741 | $6,112-87.9% | $7,493-90.1% | $5,403-86.3% |